Kyle Taylor, Shareholder of Sobul, Primes & Schenkel (SPS), enjoys applying his considerable accounting expertise to all areas of wealth management. “I enjoy making people comfortable with our extensive resources and demonstrating ways we can assist them with their financial challenges,” he says.
Kyle recently helped a small post-production house as he reviewed its tax returns. He noted that the client’s cash-flow problems were directly related to a project-bidding process that failed to consider the seniority of editors assigned to low-margin jobs. As a result, junior, less-expensive editors are now given projects where cost containment is critical to profit.
“Business processes are like fingerprints. Each one is different,” remarks Kyle. “And SPS has the resources to comb through business clues to see what areas of a company require shoring up.”
Kyle has honed each critical area of SPS’ accounting practice, including tax planning, financial projection, and everyday compliance matters facing small businesses. “Our company isn’t limited to any one type of practice, so neither am I,” he says.
Kyle has embraced the SPS values since joining SPS as an intern in 2001. “It’s a family-style and balanced environment here,” he says. “This dynamic provides the absolute best service imaginable to our clients.”
DEGREES, CERTIFICATIONS & MEMBERSHIPS
- Bachelor of Science in Accountancy and Business Administration (Finance), California State University, Northridge
- Certified Public Accountant, 2005
- Member: American Institute of Certified Public Accountants
- Member: California Society of Certified Public Accountancy
APPOINTMENTS
- Joined Sobul Primes & Schenkel as an intern, 2001
- Member: United States Masters Swimming
Specialties Include Auditing*, Real Estate Industry, Post-Production, Aviation Industry.
* All audit and attest services are provided by SLTPB, LLP.
